We hope all is well with you and everyone is enjoying a successful start to 2023. At Monomoy Advisors, we are excited to celebrate another anniversary on April 1, 2023. More importantly, we look forward to continuing to serve clients for years to come.
As everyone is now aware, the recent banking crisis resulted in significant obstacles for companies. At Monomoy, we mobilized to support our clients’ immediate response to the unprecedented crisis in establishing new bank relationships, as well as, advising our clients on additional considerations including cash management risk mitigation which we published in a cash management newsletter.
In addition to supporting our clients through the crisis, here are some recent examples of projects the Monomoy team has been engaged –
- Supported multiple separate strategic transactions, including the sale of publicly traded entity, carve-out sales of publicly traded entities, and a private equity backed take-private transaction where we provided strategic deal analysis, project management, and technical accounting support.
- Advised several clients on fundraising strategy, creating pitch decks, selecting tiered investor lists, and investor introductions.
- Supported a client’s efforts to set up an offshore center of excellence.
- Provided financial modeling support to a preclinical company regarding its various assets, strategic and financing options.
- Led financial reporting efforts for a client issuing its first Form 10-K, including document drafting, legal and operations team coordination and audit firm interaction.
- Implemented payroll and equity systems across several clients.
- Advised a company’s roadmap to build its Human Resources function and compensation model structure.
As the Monomoy team continues to anticipate our clients’ potential needs, we have identified the following recent market trends which we would be happy to discuss with you –
- Continued focus on treasury and cash management considerations in light of the banking crisis.
- Additional rigor regarding standalone selling price analysis for collaboration revenue recognition.
- Review of real estate utilization and optimization, including facility subleasing.
We are proud to have served over 50 clients across various industries including Life Sciences, Technology, Industrial and Services ranging from public and private companies as well as venture capital and private equity backed firms.
As we celebrate our anniversary and look to our future, we offer our thanks to our clients once again. We value our clients’ trust and realize that it has been critical to our success.
